Partnership
Grow your firm with Carson’s back-office support.
Fully Independent
You own 100% of your business – including your clients – and still reap the full benefits of the Carson ecosystem.
Keep Your Brand
You keep your brand. We help you elevate it with an improved website and ongoing marketing support.
Succession Flexibility
Choose your own succession plan, within or outside our partnership network, with Carson available as a backstop.
As an affiliated Carson Partner, you’ll have access to the entire ecosystem:
- Technology stack
- Compliance
- Operations
- Investment management
- HR support
- Marketing and lead generation
- M&A support
- Advanced financial planning
- Succession planning
- Business coaching & training
Other Ways to Join Carson
Grow With Carson
Join a Partner Firm
Minority Investment
Full Acquisition
Grow With Carson
Keep your practice and your brand, while getting the support you need to grow.
Join a Partner Firm
Focus 100% on your clients and growth, and ditch the headaches of running a firm.
Minority Investment
Keep control of your firm and get a capital infusion, succession plan & extra growth support from a national brand.
Full Acquisition
Favorable exit plan with an RIA that will care for your clients the same way you do. Stay on and run the practice, or take the next step in your freedom journey.
Find Your Freedom
Making a change doesn’t have to mean selling your business. Learn more about how affiliate partnership can help you run, grow and love your business while freeing you to focus on what matters most to you.
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